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Investment

Aware Super partners to invest in $1.65bn property platform

ELIZA BAVIN  |  FRIDAY, 3 JUL 2026
Aware Super and Tribera have partnered to invest in a German student housing platform with over €1 billion of investment capacity.

ARK Invest awards local distribution mandate

KARREN VERGARA  |  FRIDAY, 3 JUL 2026
Cathie Wood's ARK Investment Management has chosen Associate Global Partners (AGP) to help distribute its venture capital strategy to Australian wholesale investors.

Perpetual rejects $2.5bn takeover offer

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
The financial services firm has rejected a $21.64 per share bid from a Swedish private equity firm.

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business.

Investors Mutual founders launch new venture

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
The former investment director and founder of Investors Mutual Anton Tagliaferro is launching a new fund management business, focussing on small caps, with a new fund already made available for investors.

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice.

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business.

Investors back active management

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Australian investors are increasingly turning to active management and broader portfolio diversification as geopolitical uncertainty and market volatility reshape investment strategies according to new research from Schroders.

Atlas Arteria chair resigns as IFM offer deadline inches closer

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Atlas Arteria independent non-executive chair Debbie Goodin will resign from her position, effective July 7.

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Euroz Hartleys has sold its capital markets business to Canada's BMO Financial Group (BMO) for $145 million in an all-cash deal.